Rosewood Wealth Management

Our Story

Rosewood Wealth Management is a financial planning firm based in Durham, North Carolina, founded on the belief that financial planning should be accessible, personalized, and focused on achieving your unique goals. We believe financial planning is not just about numbers, but about understanding your aspirations, anxieties, and dreams.

Our Core Values

• Substance over style: We prioritize client experience and value through personalized attention and tailored solutions, not flamboyant displays.
• Transparency and communication: We believe in open and honest communication, providing clear explanations and answering your questions honestly.
• Client-centered approach: Your goals are our goals. We work collaboratively to understand your unique needs and aspirations to create a customized plan that aligns with your life.
• Empowerment and education: We believe in empowering you with financial knowledge and guiding you through the process, every step of the way.

Our Clients

Our clients represent a diverse range of individuals and families with unique financial situations and goals. We work with people who:

• Desire a comprehensive review of their financial situation
• Need guidance on retirement planning and investment strategies
• Require assistance managing debt and creating a budget
• Seek support with long-term care planning and estate considerations
• Long for clarity and peace of mind regarding their financial future

Our Services

Rosewood Wealth Management offers a comprehensive array of services to meet your individual financial needs, including:

• Retirement Planning: Customized plans to maximize your retirement accounts, investments, and income generation during and after retirement.
• Investments: Comprehensive portfolio management and guidance to achieve your financial goals.
• Financial Planning: Developing a holistic plan that addresses your financial goals and risk tolerance.
• Bookkeeping and Tax Planning: Efficient organization of your financial records and tax optimization strategies.
• Media and Radio Show Appearances: Regular discussions on various financial topics to promote financial awareness and empower individuals.

Contact Us Today

To learn how Rosewood Wealth Management can guide you towards financial security and peace of mind, schedule a consultation with us today. We look forward to discussing your unique needs and developing a plan tailored to your individual goals.